SIA
LXEO icon

Soltis Investment Advisors’s Lexeo Therapeutics LXEO Stock Holding History

Soltis Investment Advisors’s Portfolio LXEO Stock Details LXEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$115K Hold
20,000
– – 0.01% 564
2025
Q4 		$199K Hold
20,000
– – 0.01% 509
2025
Q3 		$133K Hold
20,000
– – 0.01% 462
2025
Q2 		$80.4K Hold
20,000
– – 0.01% 386
2025
Q1 		$69.4K Buy
+20,000
New +$88.6K 0.01% 361

Other funds holding LXEO

PBA
Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $1.94B AUM 374.45% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VPC
Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Soltis Investment Advisors's LXEO Position: Q1 2026 in Review

Soltis Investment Advisors held its Lexeo Therapeutics (LXEO) position steady in Q1 2026 at 20,000 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #564.

Soltis Investment Advisors first reported a position in LXEO in Q1 2025 and has held it in 5 quarters since. The position peaked at $199K in Q4 2025. 139 funds tracked by Wall St. Rank hold LXEO as of Q1 2026.

  • Soltis Investment Advisors held 20,000 shares of Lexeo Therapeutics worth $115K as of Q1 2026.
  • Soltis Investment Advisors left its Lexeo Therapeutics share count unchanged in Q1 2026.
  • Lexeo Therapeutics made up 0.01% of Soltis Investment Advisors's portfolio in Q1 2026, its #564 holding.
  • Soltis Investment Advisors first reported a position in Lexeo Therapeutics in Q1 2025 and has held it in 5 quarters since.
  • Soltis Investment Advisors's Lexeo Therapeutics position peaked at $199K in Q4 2025.
  • 139 funds tracked by Wall St. Rank held Lexeo Therapeutics as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.